SalesIntel Skill Training: How to Leverage ICPIntel (Tips & Tricks)

Join our Customer Success Manager for a hands-on skill training of ICPIntel, SalesIntel’s new AI-powered tool built to help you define your Ideal Customer Profile with clarity and confidence. Powered by AgenticAI, ICPIntel acts as your personal data scientist, using your own historical data to surface patterns, predict success, and fuel your next campaign.

This session isn’t theory. You’ll get a live walkthrough of how to use ICPIntel inside your current sales, marketing, or RevOps workflows, plus tips and tricks to improve targeting, reduce waste, and align teams around one data-backed ICP.

Whether you’re running campaigns, managing SDRs, or building GTM strategies, you’ll leave knowing how to use ICPIntel to work smarter, starting now.

5 Key Takeaways

1.Case Uses for ICPIntel & Value 

• Demo how to create and compare multiple ICP models for different customer groups
• Show what attributes differ across lifecycle stages—and why they matter
• Highlight how this supports upsell, retention, and win-back campaigns

2. Define your ICP using your own customer data 

• Show how users can upload or integrate historical customer data
• Review available cards and explain how AgenticAI identifies patterns across firmographics, technographics, and engagement
• Highlight how this replaces manual guesswork with data-driven clarity

2. Prioritize pipeline with fit + intent signals

• Demonstrate how ICPIntel scores accounts based on model fit and in-market behavior
• Explain how these scores can be used to create segmented, prioritized account lists
• Share an example where targeting based on these signals improved conversion rates

3. Align Sales, Marketing, and RevOps around one shared ICP

• Walk through how to share ICPIntel models across departments
• Explain how shared targeting improves lead quality, campaign efficiency, and reporting
• Emphasize that this creates a single source of truth for GTM teams

5. Plug ICPIntel into real workflows

• Show how ICPIntel integrates into existing campaign platforms or sales playbooks
• Give examples like:
  • Filtering ad audiences
  • Prioritizing outbound prospecting lists
  • Enabling SDRs with ICP-aligned messaging
• Offer 1-2 quick tips for users to apply immediately after the session

Meet the Presenters

Alexis Cruz, Customer Success Manager

SalesIntel

Hi, I’m Alexis! I am an experienced Client Relationship and Success Manager with 5+ years of demonstrated history working in the SaaS and commercial real estate industry. Adept in building strategic relationships, leveraging interpersonal skills, and acting as a subject matter expert for various business processes and products. Driven to enhance client experience and positively contribute to the organization’s overall strategic plan. Effective communicator, and result-oriented team player. Proven track record of utilizing strong organizational, analytical and communication skills towards improving client satisfaction.